How to Use Investment Style Analysis to Strengthen Your Portfolio

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At the beginning of each quarter, we rank each investment style from best to worst. These rankings are forward looking and are indicative of how each style should perform going forward. We then analyze each style, looking into its fundamental metrics such as return on invested capital (ROIC), after-tax profit (NOPAT), and price to economic book value (PEBV). This gives you a picture of each investment style as a whole.

Diving deeper, we highlight our top stocks in each style that deserve to be in your portfolio. Not an investor who buys individual stocks? We also highlight the top  ETFs or mutual funds, along with the worst, or ones to avoid. This analysis is available to our platinum and higher members. This information allows you to make better decisions when allocating your portfolio, what stocks to look at, which funds to avoid, and the overall environment in which each investment style is operating. The following is our analysis of each investment style for the first quarter of 2015.

Photo Credit: Paul Tridon (Flickr)

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